Matthew Weberling Email and Phone Number
Matthew Weberling work email
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Matthew Weberling personal email
Matthew Weberling phone numbers
Financial Advisor working with a small independent wealth management firm; Wealthbridge Financial Advisors. Wealthbridge provides comprehensive financial planning, investment management/advisory, and life insurance services. We adhere to the Fiduciary standard to place the interests of our clients ahead of our own, always. At WEALTHBRIDGE our commitment is to provide the most tailored, strategic and complete financial advice for individuals, families, and businesses. We don’t just offer financial advice; we educate our clients to make wise choices, and equip them with the tools necessary to co-navigate their financial paths with clarity, confidence and peace of mind. Our firm is relationship driven and client focused. We provide boutique level service with lower barrier to entry than many traditional wealth management firms making us accessible to both Middle Class families and small business owners in addition to being equally comfortable working for High Net Worth individuals and their families with a full service paradigm approaching a 'family office' suite of services including full household financial management and relationships with other trusted advisors for tax and estate planning needs.Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPCInvestment Advisor Representative Cambridge Investment Research Advisors, Inc. A Registered Investment Advisor.Wealthbridge Financial Advisors and Cambridge are not affiliated.
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Financial AdvisorWealthbridge Financial Advisors Apr 2017 - PresentHuntsville, Al, UsDiscreet. Independent. Fiduciary.Financial PlanningPortfolio and Wealth Management Life InsuranceSeries 65, 7, 63 LicensesIL Life Producer License
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Anti-Money Laundering Senior InvesigatorMb Financial Bank Mar 2008 - Sep 2018Chicago, Il, UsInvestigations resulted in filing over 2,000 SARs to FinCEN.Successfully manage high workload with quality and accuracy as well as documentation requirements as required by Federal BSA compliance standards.Review automated monitoring system alerts to triage activity in order to determine whether investigation is required for Bank Secrecy Act compliance requirements. Generate investigations based on experience and suspicious findings and coordinate the process up to and including the filing of a suspicious activity report (SAR).Helped create and enhance department procedures related to systems usage and AML investigation methodology.Successfully tested and helped implement the FISERV Financial Crime Reporting Management (FCRM) automated transaction monitoring and case management system.Trained new staff on the methodology and techniques of AML alert reviews, case investigations, SAR preparation and writing, and systems knowledge required to analyze and detect suspicious financial crimes activity. -
Small Seasonal Business Owner/OperatorMlw Enterprises Llc Dba Tasty Tropical Sno Apr 2010 - Sep 2012Operated a franchise of Tropical Sno Hawaiian Shaved Ice for 3 Summers. Employed and managed 10-12 employees and managed seasonal sales from May through September from 2010-12. Managed all aspects of the business including accounting, inventory purchasing, daily closing operations, cash management, and staff management.I successfully operated this business in addition to a full time job and 40+ hour normal work week.
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Bsa/Aml InvestigatorMid America Bank 2005 - Mar 2008Reviewed alerts in a triage method to determine the need for additional investigation and BSA reporting.Conducted full AML investigations and originated SAR filings.Trained in AML investigation techniques by Federal Law Enforcement agents from IRS Criminal Investigation during a full Financial Intelligence Unit (FIU) build out as a charter project team member specializing in SAR writing.Success as a project team member resulted in placement as part of full time staff.Filed over 250 SARs as one of the most productive members of the FIU.
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Loss Prevention AnalystMid America Bank Jan 2003 - 2005
Matthew Weberling Skills
Matthew Weberling Education Details
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Depaul UniversitySecondary Education And Teaching -
University Of IowaHistory
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University Of IowaBachelor Of Arts - Ba
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University Of IowaHistory
Frequently Asked Questions about Matthew Weberling
What company does Matthew Weberling work for?
Matthew Weberling works for Wealthbridge Financial Advisors
What is Matthew Weberling's role at the current company?
Matthew Weberling's current role is Financial Advisor at Wealthbridge Financial Advisors.
What is Matthew Weberling's email address?
Matthew Weberling's email address is ma****@****efa.com
What is Matthew Weberling's direct phone number?
Matthew Weberling's direct phone number is (888) 422*****
What schools did Matthew Weberling attend?
Matthew Weberling attended Depaul University, University Of Iowa, University Of Iowa, University Of Iowa.
What are some of Matthew Weberling's interests?
Matthew Weberling has interest in Germany, Belgium, Czech Republic, Netherlands, Photography, United Kingdom, Wisconsin, Australia, Canada, Austria.
What skills is Matthew Weberling known for?
Matthew Weberling has skills like Risk Management, Anti Money Laundering, Financial Analysis, Banking, Customer Service, Financial Risk, Portfolio Management, Microsoft Excel, Analytical Skills, Commercial Lending, Bank Secrecy Act, Analysis.
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